See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,203 | $158,817-7.3% | $121,196+21.5% | $135,375+8.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.77% | -0.64%-7.1pp | 16.93%-24.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,194 | $5,665-61.3% | $4,022-45.4% | $4,779-54.1% |
| Participant deferral / active EE | $6,088 | $4,005+52.0% | $3,344+82.0% | $5,609+8.6% |
| Admin fee / account holder | $4,528 | $6,512-30.5% | $5,019-9.8% | $10,827-58.2% |